Automated OPIE Software Delivery Follow-Up Drafts
Every evening, WebRun opens OPIE Software, finds every device delivered that day, drafts a personal follow-up message for each patient checking on comfort and device satisfaction, and queues the drafts in Gmail for a staff member to review and send. No message goes to a patient without human approval.
How do I automatically draft patient follow-ups after prosthetic or orthotic device delivery?
WebRun reviews OPIE Software every evening for devices delivered that day, then drafts a personalized follow-up in Gmail for each patient asking about comfort and fit. Every draft waits for staff review before sending, so your team never misses a post-delivery check-in while keeping full control over patient communication.
- Every delivered device gets a timely, personal follow-up without manual effort
- Staff review each draft before it reaches the patient, protecting PHI
- No patient slips through without a post-delivery comfort check
Built for O&P practice managers · patient care coordinators · prosthetics and orthotics clinicians
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.opiesoftware.comin a real browser with your saved login - no setup, no API keys. -
1
OPIE Software - find devices delivered today
opiesoftware.com
WebRun opens OPIE Software to find devices delivered today. - Open OPIE Software and filter patient records to deliveries completed today
- Capture patient name, device type, delivery date, and contact email for each
- Note any fitting notes or special instructions recorded at delivery
Done when Every patient who received a device today has been identified with their contact details.
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2
Gmail - queue follow-up drafts for review
gmail.com
WebRun opens Gmail to queue follow-up drafts for review. - Draft a warm, personalized follow-up for each patient referencing their specific device type
- Ask about comfort, fit, and any early concerns
- Save each message as a Gmail draft for staff review. Do not send without approval
- Flag drafts in the subject line so staff can find them quickly
Done when One ready-to-send draft exists in Gmail for every patient delivered today, waiting for staff approval.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send emails to patients without someone reviewing them first?
No. Every follow-up is saved as a Gmail draft and requires staff approval before it is sent. Patient outreach containing health-related information is never sent automatically.
How does it personalize the message for each device type?
WebRun reads the device type and any fitting notes recorded in OPIE for each patient, so the draft references the specific prosthesis or orthosis they received, not a generic template.
What if a patient has no email on file in OPIE?
WebRun flags any patient without a contact email in the session log so staff can follow up by phone instead. No patient is silently skipped.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.